Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | 79 |
| 1 month | -0.006 | 0 | 73 |
| 3 months | 0.043 | 0 | 49 |
| 1 year | 0.089 | 0 | 75 |
| 3 years | 0.084 | 0 | 87 |
| 5 years | 0.060 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.085 | — |
| 2022 | -0.054 | — |
| 2021 | 0.078 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.024 | 0.050 | — |
| 2024 | 0.042 | 0.007 | 0.016 | 0.007 |
| 2023 | 0.027 | 0.006 | 0.005 | 0.046 |
| 2022 | -0.018 | -0.058 | -0.007 | 0.030 |
| 2021 | 0.016 | 0.037 | 0.007 | 0.017 |
| 2020 | 0.124 | 0.022 | 0.079 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.084 |
| 5 years | 0.060 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.